Wealth Planning Associate

Company Description

Stelvio Private Wealth is a boutique Wealth Management firm formed in 2021, which transitioned out of the Private Client Group at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.

It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer.

Role Description

This is a full-time entry-level role for a Wealth Planning Associate. The role will take on a Hybrid schedule, with in-office days occurring in Greenwich, CT. The Wealth Planning Associate will work closely with the Managing Partner and is ideal for someone who is passionate about investment management, retirement and investment planning and is a quick learner. Through that close partnership, the Associate will be responsible for most planning activities, some investment research, analysis, report preparation, and communication, for a select contingent of clients. The Associate is expected to master our planning software and quickly gather an understanding of how we work closely with our clients.

• Serve as a Trusted Advocate of the Managing Partner and partner with them to meet the client’s needs
• Develop customized and comprehensive personal and business financial plans
• Assist in facilitating client relations, data collection, analysis, and reviews
• Develop presentation material and review with advisor teams
• Assist Managing Partner with action plans and action items specific to an individual client
• Conduct analysis of trends and forecasts, recommendation actions for optimization, and perform ongoing research as required by the Managing Partner
• Adhere to all company policies and procedures and perform business functions with focus on consistency, quality, and compliance
• Perform other administrative duties as assigned
• Perform other duties or special projects as assigned

Qualifications

• Previous experience in a wealth management or finance role is a plus (minimum 2 years), inclusive of a Client Associate / Client Service Associate role.
• Being Registered (Series 7, Series 65 or Series 66) is a plus. Relevant designations (e.g., CRPC, CFP) are similarly advantageous. Non-registered candidates, with experience, and who possess the motivation to one day be registered, are still encouraged to apply. Registration is not required to fulfill the duties of this position.
• Bachelor's degree in Finance, Economics, Business, Accounting or related field is a plus, but not required.
• Familiarity with planning software. eMoney or MoneyGuidePro being a significant plus.
• Significant Interest in Finance, Financial Planning and Investment Management.
• Strong Analytical Skills and Investment Knowledge.
• Effective written and verbal communication skills & excellent organizational skills.
• Demonstrates attention to detail and accuracy.
• Ability to work independently and exercise discretion without immediate supervision at all times.
• Ability to organize and prioritize workflow and assignments in a deadline-oriented environment.
• Proficient in Microsoft Office suite of products
• Ability to maintain a high level of confidentiality while being professional and poised

What do we hope you become?

• You will become prepared to deliver a consistent set of responsibilities in support of the organization’s wealth management strategies
• Your professional growth, necessary industry examinations and accredited wealth planning designations will be supported and subsidized

What We Offer

While lean & mean, we still offer a highly competitive suite of benefits designed to help our team members balance their personal and professional life commitments.

• Paid Holidays
• Paid Time Off (PTO)
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with 6% Company Match Contributions
• Free Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts, if applicable
• Employee Team Building Activities

At Stelvio Private Wealth, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws.

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Private Wealth Management doesn't have to be old-school. Have fun at a young new-school firm with substantial upside potential.

Stelvio Private Wealth Management is a boutique firm founded by a former Wells Fargo Advisors' Managing Director of Investments in February 2021. For 6 years, said founder, was the youngest Managing Director at Wells Fargo Advisors. Stelvio Private Wealth has offices in Greenwich, CT and the Bay Area, CA and touts private clients in 42 states.

It operates through Wells Fargo Advisors Financial Network, LLC (WFAFN), a member of SIPC, and a registered broker-dealer.

Stelvio works with high-net-worth individuals and families, across all demographics, on all facets of their financial well-being. With accolades from Forbes (Best in State Wealth Advisors & USA's Top Next Gen Wealth Advisors), and the Wall Street Journal, the foundation for Stelvio is impressive and built... but the upside and positioning within the industry will make the job fulfilling and exciting!